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Kelsey Rae Summers

Tiaa-Cref Individual & Institutional Services, LLC

Ames, IA

Ankeny, IA

CRD 5644462

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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-25
IA RA APPROVED 2015-03-30
  • TX RA
    APPROVED_RES
    Since 2025-08-25
  • IA RA
    APPROVED
    Since 2015-03-30

Branch Locations

2713 Stange Road, Suite 105, Ames, IA 50010 • United States

Ankeny, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Ames IA 03/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Ames IA 03/2015 Present
Previous Registrations
  • 2011-04-20 → 2015-02-10
    Invest Financial Corporation
    Ankeny, IA
    Burlington, IA
    Des Moines, IA
    West Des Moines, IA
    West Des Moines, IA
  • 2009-12-11 → 2011-04-11
    Wells Fargo Clearing Services, Llc
    Keokuk, IA
    Mt. Pleasant, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-17
  • S66 Uniform Combined State Law Examination
    2009-09-17
Other Names
  • Kelsey Hissem
  • Kelsey Rae Hissem

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
NOEL SPENCER LAGNEAUX

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · AMES, IA
OSAIC WEALTH, INC. · AMES, IA
EDWARD JONES · AMES, IA

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